Branding & Design

A template isn't just about the data - it's your document, in your style. On top of the placeholders that pull in your board data, you can shape the entire look of the document so it matches your brand.

Most of the design work happens in Microsoft Word itself: anything Word can do, your template can do.

Branding basics in Microsoft Word

Open your .docx template and use Word's normal formatting tools to make it yours:

• Add your logo. Insert your own logo wherever you like. Note: the DocExport logo sits in the document header of our predefined templates, double-click the header to edit or remove it.

• Add your company details to the footer: address, contact info, legal lines.

• Set your typography: change the font, font size, line spacing and alignment.

• Insert images: background graphics, dividers, product shots, and more.

• Add or change any text: headings, intro paragraphs, terms, signatures.

Your design lives in the Word file, so you stay in full control. Whenever you tweak the layout, just re-upload the template via the Customize template button in the DocExport view to see the changes in your preview.

Take it even further

Match your brand

• Custom Fonts — use any font you like, beyond Word's defaults.

• Colors — pull the colors from your monday.com statuses and groups straight into your document.

Format your data

• Format date & time — display dates in the format that suits your region and language.

• Format numbers — control decimals, currency and number styling.

• Numbering — number your items automatically with a single placeholder.

Control the output file

• Custom File Name — define exactly how each exported file is named and organized.

Looking for the full set of formatting options? Browse the Placeholder Directory and the Customization section.